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Fractional/Outsourced CFO

Building Enterprise Value Before You’re Ready to Sell

Most business owners only start thinking about their company's worth when they’re ready to put it...

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Beyond Profit: Why Your Business Needs a Cash Flow Forecast

In the world of finance, there's a timeless axiom: "Profit is vanity, cash is sanity."

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Finding Peace and Purpose in the Age of AI

Every growing business faces the same challenge of keeping up with constant change without burning...

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Managing Operating Expenses and Protecting Profit

You can close a record number of sales and still watch your profit disappear. Why? Because...

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How a Strategic CFO Helps You Scale Without Burning Out

Insights from financial expert Jim Taubert on managing growth, margins, and cash flow

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Solving IRS Challenges and Building Smarter Tax Strategies

Taxes are unavoidable, but how you plan for them, and how you handle challenges with the IRS, can...

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How Trusted IT Partnerships Keep Your Business Running Smoothly

A great fractional CFO doesn’t just manage the numbers — they connect you with the right people to...

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Client Concentration Risk: A Silent Threat to Your Agency

If one client walked away tomorrow, how long could your agency survive?

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Legal Mistakes That Cost Businesses Big: What to Watch For

Small business owners have a lot on their plates. But if there’s one thing you can’t afford to...

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